The Login Activity view is available for Administrators of ASPEC Cloud. It shows a login history for all users, including name and login timestamp. This data can be exported for detailed analysis. The Login Activity view is available for ASPEC Administrators. It shows a login history for all users, including name and login timestamp. This […]
Configuring custom form layout is done by ASPEC Administrators in the following 2 or 3 steps: Adding Custom Fields Configuring sections of Custom Fields Optionally, as Step 3, you can configure Page Workflow to hide sections of Custom Fields or filter values in Custom Fields. Adding Custom Fields to a form First, click Settings and open […]
The IBO Activity view is available for Administrators of ASPEC Cloud. It shows all IBO activity for your organization including name, action (save, delete), IBO#, and timestamp. This data can be exported for further analysis. Column Description IBO # The reference number of the IBO that had changed. First Name The first name of the […]
Page workflows mean that one custom dropdown controls what values are shown in another custom dropdown or if a custom section is visible or hidden. ASPEC Administrator can limit the number of Custom Field sections or values in a dropdown Custom Field, based on a value in another Custom Field. Click Settings in the top […]
ASPEC Administrators must configure Quote Profile in Customize/Quote section of ASPEC Setup. In addition to actions common for all Form Profiles (customize Form Layout, perform Import), this Profile is also used to set up a Quote Approval Workflow as well as to upload templates for MS Word Quote Add-In. Fig: Quote Setup First, you need […]
The Products section defines the Products and Product Groups that appear as options in the IBO Form Product Information area. When adding or editing an IBO, users will be able to select from these Products and Product Groups. If “Add New Products On IBO” is checked in Product Fields, users will be able to enter […]
SETUP OPTION FUNCTION Add New Product On IBO? Enabling this option lets users create new products in the IBO Form, rather than only being able to choose from Products that have already been configured in the Products Setup area. This is ideal if your company does not have a fixed product list, or if your business is typically project-based. Hide […]
The Opportunity Profile in Customize/Opportunities of ASPEC Setup is designed to customize the form and import IBOs. Fig 1: IBO Setup Clicking Import IBOs. loads a page containing all tools needed to upload an import file, verify the file and perform the import. Default Expert Mode is used when adding new users to ASPEC. If the […]
Customize lookup options for IBOs The Define Lookup Options section lets administrators modify the variables that appear as choices in the IBO Form. To modify lookup options, select the variable you wish to modify from the list of Lookup Names. To Add a new value, type it into the New Value field and click the green + button. […]
Click All IBOs tab in the Sales section to navigate to the All IBOs listview The All IBO listview has the following elements: 1.Standard buttons, based on user’s privileges. 2. Quick Search: Type in a few letters for a quick search 3. Paging: View IBO list size, move to the next or previous page 4. […]